5500 Document Preparation

As part of our standard service component, we will arrange for your 5500 documents to be prepared on your behalf, utilizing state-of-the-art software to help ensure compliance with all filing requirements.

• Development of a filing schedule for each plan
• Timeline management tool with built-in follow up notices
• Assist in gathering Schedule A & C data
• Provide sample client letter with detailed instructions
• Provide signature ready Form 5500's with Schedules
• Provide Summary Annual Reports (SAR)
• Consulting advice regarding ERISA Reporting
• Respond to DOL/EBSA letters
• Prepare 5558 (extension of time to file) as necessary
• Communicate new rules and regulations